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K1 Makes $120 Million Growth Investment in ComplySci
Regtech companies with proven products and seasoned leadership teams are well-positioned for further growth, if the latest deal between K1 Investment Management and ComplySci is indicative of what’s ahead in the fintech space.
Apex Fintech Solutions to Launch Product Providing Investors with Immediate Access to Cash Following...
Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, today announced it intends to launch a product that is designed to give investors immediate access to funds upon the sale of U.S. equity securities, rather than waiting the customary two-day settlement period.
Making a Market*r: Orion’s Brand New Marketing Solution Is Here
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.
WEALTHTECH INSIDER: Five Investment Megatrends to Watch
Beyond the promise of returns, model investment strategies can encourage clients to stay tuned in to their financial goals and stick with an advisor over the long haul… assuming the models make sense for what the client needs.
FusionIQ Adds Alternative Investments to Digital Workstation
FusionIQ, a leading investment research and technology provider, today announced the addition of more than 30 alternative investment products to its workstation through an integration with Galaxy Plus. Alongside equities and fixed income products, FusionIQ customers can now analyze and invest in a variety of alternative investment strategies.
FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC...
FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.
New Thomson Reuters Marketplace Selects iComplyKYC as a Digital Identity and KYC Partner
iComply Investor Services (“iComply”), a global compliance software provider, is announcing that the company has partnered with Thomson Reuters to distribute its iComplyKYC platform through the Thomson Reuters Marketplace.
Fidelity Rolls out Sherlock Crypto Data Offering for Institutional Investors
For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.
vigtec.io Launches Investing Discovery and Competitive Intelligence Trading Platform to Empower Next-Gen Investors
vigtec.io, (vigtec) a new consumer-focused investing discovery platform, emerged from Beta today, offering among the fastest real-time market data flows available, and determined to deliver affordable investing resources for all.
Orion Aims For New Horizons With Trio of New Growth and Marketing Leaders
Following its groundbreaking merger with Brinker Capital and strategic acquisition of HiddenLevers, Orion Advisor Solutions has assembled a new team of growth and marketing executives to fuel its ongoing innovations to win new business.